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iShares Dow Jones US ETF
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Overview Fund Activity

92 hedge funds and large institutions have $221M invested in iShares Dow Jones US ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$6.9M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$5.08M
3
CA
Cetera Advisors
Colorado
+$1.62M
4
Morgan Stanley
Morgan Stanley
New York
+$984K
5
Bank of America
Bank of America
North Carolina
+$812K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.67M
2
Principal Financial Group
Principal Financial Group
Iowa
-$1.29M
3
LPL Financial
LPL Financial
California
-$616K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$469K
5
Wells Fargo
Wells Fargo
California
-$394K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
76
First City Capital Management
Georgia
$49.6K – – –
RIA
77
Regal Investment Advisors
Michigan
$30K – – –
TWM
78
Torch Wealth Management
Ohio
$30K – – –
NSIM
79
North Star Investment Management
Illinois
$25K – – –
MA
80
MUFG Americas
New York
$25K – – –
PSI
81
Pinnacle Summer Investments
Virginia
$24K – – –
RFA
82
Reilly Financial Advisors
California
$22K -$5K -100 -19%
VIA
83
Vantage Investment Advisors
Pennsylvania
$20K – – –
EK
84
Evensky & Katz
Florida
$16K – – –
BRWM
85
B. Riley Wealth Management
Tennessee
$16K – – –
Deutsche Bank
86
Deutsche Bank
Germany
$11K +$11K +236 New
DSC
87
Duncker Streett & Co
Missouri
$7K – – –
CFS
88
Community Financial System
New York
$5K – – –
HRIA
89
Haberer Registered Investment Advisor
Ohio
$5K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$3K +$3K +56 New
EMA
91
Efficient Market Advisors
California
$2K – – –
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$9.67M -203,798 Closed
Principal Financial Group
94
Principal Financial Group
Iowa
– -$1.29M -27,180 Closed
BCA
95
Benchmark Capital Advisors
New York
– -$209K -4,400 Closed
Brown Advisory
96
Brown Advisory
Maryland
– -$57K -1,210 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$38K -800 Closed
HR
98
Howe & Rusling
New York
– -$6K -132 Closed
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